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Synergy Investment Management’s NiSource NI Stock Holding History

Synergy Investment Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.3K Buy
1,242
+985
+383% +$46.6K 0.01% 360
2026
Q1 		$12K Buy
+257
New +$11.6K ﹤0.01% 479

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Synergy Investment Management's NI Position: Q2 2026 in Review

Synergy Investment Management increased its NiSource (NI) stake by 383% in Q2 2026, buying an estimated $46.6K and bringing the position to 1,242 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #360.

Synergy Investment Management first reported a position in NI in Q1 2026 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Synergy Investment Management held 1,242 shares of NiSource worth $56.3K as of Q2 2026.
  • Synergy Investment Management bought 985 NiSource shares in Q2 2026, an estimated $46.6K.
  • NiSource made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #360 holding.
  • Synergy Investment Management first reported a position in NiSource in Q1 2026 and has held it in 2 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.